Jacqueline M. Geary, Cfp®, C(K)P®, Aif® Email & Phone Number

As a retirement plan professional, I work closely with plan sponsors in providing a consultative approach in reviewing and evaluating retirement plans. I look for inefficiencies so the plan can operate efficiently and productively, and ultimately--will help your bottom line. I take a team approach working with your investment recordkeeper and Third-Party Administrator for the ongoing success of your retirement plan. My services include fiduciary support, investment review and oversight, plan design review, investment committee meetings, participant education, regulatory support, and much more. With my combination of experience and expertise with our wealth management practice, I offer a wide variety of products and services that can help you meet your financial goals, in preparing for the next step in life. Whether your goals include preparing for a milestone or life event, I promise you a new level of insight and capability in the following services:*Investment Advisory Services*Life and disability income Strategies*Long Term Care Insurance Strategies*Annuity and Income Planning Strategies*College Planning *Estate Planning Strategies*Employee Benefit Worksite Voluntary Benefits*Retirement Analysis and Programs*Trust Services Disclosure:I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC, www.sipc.org. Supervisory address: Park 80 West, Plaza One, 250 Pehle Avenue Suite 405, Saddle Brook, NJ 07663 (973)-237-0100. I am licensed to sell insurance in: AZ, CA, DE, FL, GA, MA, NC, NJ, NY, OH, PA, RI, SC, TX, VA and securities in: AZ, CA, FL, HI, IL, MA, NC, NJ, NY, OH, PA, RI, SC, TX. CA Insurance license #0M64402. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. Ravo Financial Strategies, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies

Listed skills include Investments, Financial Analysis, Life Insurance, Long Term Care Insurance, and 6 others.